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Charity Summary

Charity Details

Legal name of the Charity:

Otago Multiple Sclerosis Society Investment Trust

Registration number:

CC61163

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

31/03/2023

Balance Date:

December 31

Address for service

Charity's Postal Address:

139 Moray Place

Dunedin Central

Dunedin

9016

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC61163

Purpose & Structure

Charitable Purpose

To manage and investment Otago Multiple Sclerosis Society's Funds

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Provides other finance (e.g. investment funds)

Sectors:

People with disabilities

Health

Beneficiaries:

Voluntary bodies other than charities

Other charities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Controlled by:

The Otago Multiple Sclerosis Society Incorporated

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return for the year ending 31 March 2023 under Section 43 of the Charities Act 2005.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/12/2025	30/06/2026	25/05/2026	$95,518	$9,875	Included in Annual Return
31/12/2024	30/06/2025	14/08/2025	$113,350	$9,617	Included in Annual Return
31/12/2023	30/06/2024	7/10/2024	$41,856	$4,687	Included in Annual Return
31/03/2023	30/09/2023	-	-	-	-	Exempt

Officer Details

Officers

Officer Name	Position	Effective Date
Charlotte Dawn Carr	Trustee	22/03/2023
David Brian Hogue	Trustee	11/10/2022
Edith Lorraine Johnston	Trustee	11/10/2022

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
5/08/2025	NOC003
4/10/2024	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name